Bogart Wealth LLC’s iQIYI IQ Stock Holding History

Bogart Wealth LLC’s Portfolio IQ Stock Details IQ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q1	–	Sell	-115	Closed	-$1K	–	361
2018 Q4	$1K	Hold	115	–	–	﹤0.01%	332
2018 Q3	$3K	Buy	+115	New	+$3.43K	﹤0.01%	290

Other funds holding IQ

HIM

Hillhouse Investment Management Grand Cayman, Cayman Islands $3.13B AUM 7.29% 1-Year Est. Return

HHLR Advisors Grand Cayman, Cayman Islands $832M AUM 32.38% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

HSG Holding Na, Hong Kong $1.2B AUM 23.01% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

DSA

Davis Selected Advisers Tucson, Arizona $23.3B AUM 26.95% 1-Year Est. Return

KFA

Krane Funds Advisors New York $2.82B AUM 0.41% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bogart Wealth LLC's IQ Position: Q1 2019 in Review

Bogart Wealth LLC sold out of iQIYI (IQ) in Q1 2019, closing a stake of 115 shares — an estimated $1K sold.

Bogart Wealth LLC first reported a position in IQ in Q3 2018 and held it in 2 quarters. The position peaked at $3K in Q3 2018. 265 funds tracked by Wall St. Rank hold IQ as of Q1 2019.

Bogart Wealth LLC reported no remaining iQIYI position as of Q1 2019 after selling out during the quarter.
Bogart Wealth LLC sold 115 iQIYI shares in Q1 2019, an estimated $1K.
Bogart Wealth LLC first reported a position in iQIYI in Q3 2018 and held it in 2 quarters.
Bogart Wealth LLC's iQIYI position peaked at $3K in Q3 2018.
265 funds tracked by Wall St. Rank held iQIYI as of Q1 2019.

Based on Bogart Wealth LLC's 13F filing for Q1 2019, filed 8 Apr 2019.